New Unbounce Lead to Check Pipedrive Deal Stage to Send Pandadoc Document

Person Field Match to Check Pandadoc Status to Add Pipedrive Note

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20 journey ideas for Pipedrive, Pandadoc and Unbounce

About the
Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the
Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

About the
Unbounce integration

Unbounce is the landing page builder designed for marketers. Build high-converting landing pages and popups for your campaigns, without the need for developers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Pipedrive integration, Pandadoc integration and the Unbounce
integration.

Journey Triggers

Person Field Match

Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).

Pipedrive Deal Status Match

Add a contact associated with a deal to a journey when the deal status matches your criteria.

Pipedrive Deal Stage Match

Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Pandadoc Document Status Change

Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

New Unbounce Lead

Add a new lead from Unbounce to a journey.

Conditions

Check Pipedrive Person Field

Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).

Check Pipedrive Deal Stage

Check the stage of the latest deal associated with a contact.

Check Pipedrive Deal Field

Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Check Pandadoc Status

Checks the current status of the Pandadoc for the user.

Journey Actions

Update Pipedrive Person Field

Update a Pipedrive person field to a specific value.

Update Pipedrive Deal

Update the pipeline, stage and/or status of a deal.

Assign Pipedrive Person Owner

Assign a person in Pipedrive. Supports round robin assignment.

Schedule Pipedrive Activity

Create a contextual Pipedrive activity.

Add Pipedrive Deal

Create a contextual Pipedrive deal.

Add Pipedrive Note

Create a contextual Pipedrive note.

Update Pipedrive Deal Field

Update a Pipedrive deal field to a specific value.

Send Pandadoc Document

Sends a Pandadoc document to the user in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive, Pandadoc and Unbounce.